Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.
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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service. Visit www.TakePointWealth.com to learn more.
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On the ROI podcast, we discuss some of the most important questions facing investment professionals today, ranging from macroeconomic views, to perspectives on the equity and fixed income markets, to insights on practice management. We aim to cut through the noise, examine the data, and provide fresh insights to investment professionals as they help their clients find better ways to invest…seeking to generate attractive returns on their investments.
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The military taught us discipline, leadership, and resilience—but it never taught us how to build wealth or create true financial freedom. That’s where we come in. I’m Markian Sich, a United States Marine turned real estate investor, and I know firsthand how tough it can be to figure out what’s next after service. That’s why I started The Active Duty Passive Income Podcast—to bring you real stories, real strategies, and real success from military investors, entrepreneurs, and industry expert ...
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Pension Attention is a show dedicated to helping firefighters and police officers take charge of their finances to build a life they love. Your host Brad Barrett is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing $5B in assets for clients. He has advised families in the Los Angeles City Fire Department for over 12 years, is an active member in Kingdom Advisors, a biblically based advisory network and holds the certified fi ...
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Welcome to Retirement Results! Each week, Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money. With $36 trillion in national debt and counting, many economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient. Listen to the show ...
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“Your Life Style Is Your Medicine” is a podcast that focuses on how a person's lifestyle can be the key to health and happiness. Routed in the principles of lifestyle medicine, Ed Paget, osteopath, and exercise scientist, interviews area-specific experts on how lifestyle impacts well-being, focusing on purpose, physical activity, nutrition, sleep, and stress, which could lead to a longer, happier life. Edward now runs immersive lifestyle medicine retreats, with the purpose of helping others ...
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Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the dif ...
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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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Passive Income, Active Wealth - Hard Money for Real Estate Investing
Passive Income, Active Growth Podcast
Passive Income, Active Wealth Podcast starring Wendy Sweet, Jonathan Davis and Bill Fairman. Founders of Carolina Capital Management., LLC in Rock Hill SC. Wendy & Bill have a passion for educating and sharing their 25+ years of investing and lending experience! Both are regularly asked to speak at National Real Estate events and always come away as a crowd favorite. 100% Content!! The Most Trusted Voice in Hard MOney
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Welcome to the Passive Income Pilots Podcast – the show designed to help pilots climb to new levels of financial success. Join Tait Duryea & Ryan Gibson, both airline pilots, business owners and investors, as they interview top experts and share practical knowledge on real estate, tax strategy, passive income and generational wealth. This one-of-a-kind show created specifically for professional pilots offers applicable strategies and tactics for improving your financial life. Whether you're ...
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Talking Wealth Podcast: Stock Market Trading and Investing Education | Wealth Creation | Expert Share Market Analysis
Dale Gillham: Share Market Analyst, Share Market Educator, Professional Trader and Investor
Thinking about wealth creation by trading or investing in the stock market? Learn all about the stock market and get started stock trading and investing with the Talking Wealth podcast. Hosted by the expert stock market analysts at Wealth Within, Dale Gillham and Janine Cox, the Talking Wealth podcast is a must-listen for all new and experienced traders and investors alike. The Wealth Within team provide you with a healthy dose of trading and investing education, wealth creation strategies, ...
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The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.
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Certified Financial Planner, Chad Burton discusses important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.
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The Global Investors Podcast focuses on helping both active and passive investors generate income and generational wealth by investing in U.S. real estate. Listen to interviews with investors, syndicators, lenders, attorneys, property managers, and other industry professionals who have successfully built their businesses while working alongside real estate investors. Host Charles Carillo (of HarborsidePartners.com) began investing in apartments in 2006 with a 3-family house and has since inv ...
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Real Estate Power Play
Real Estate Investing | Real Estate Power Play Podcast with Mark Monroe and Gabe Rodarte
Real Estate Power Play Podcast with Mark Monroe and Gabe Rodarte, is an active Real Estate Investors podcast providing real estate strategies on how to purchase property with very little or no money down. How to find buyers, How to work with private lenders, and How to locate off-market deals. We discuss actual active deals. We also discuss how to implement systems and grow your business with your team. **Mark Monroe, the #1 best-selling author, Mark turned his career to Real Estate Banking ...
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Physician Family Finances Podcast; Personal Finance for Doctors with Children
W. Ben Utley and Nate Reineke
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
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Welcome to the Best Ever CRE Show, the world’s longest-running daily COMMERCIAL real estate podcast. Founded by Joe Fairless, a co-founder of Ashcroft Capital who went from buying $35,000 homes to controlling more than $2.7 billion in real estate assets, the Best Ever CRE Show provides commercial real estate expert insights, education, and timely information to our community of active and passive investors who want to build wealth, build a legacy, and do more good in the world. So if you wan ...
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Welcome to Real Estate Lowdown, the ultimate podcast that will transform the way you think about real estate investing. I'm your host, Bill Bymel, CEO of First Lien Capital and author of the bestselling book, Win Win Revolution: An Insider's Guide to Investing in the Secondary Mortgage Market. Real Estate Lowdown is not your typical scripted podcast. We're all about unscripted, engaging, and informative conversations that will leave you hungry for more. Join me as I sit down with savvy, seas ...
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Financial planner and principal of Adapt Wealth Management, Reuben Zelwer simplifies the world of finance and give you the information, tricks and tips to get ahead.
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At AXA Investment Managers (AXA IM) we are an active, long-term, global, multi-asset investor. We work with our clients today to provide the solutions they need to help build a better tomorrow for their investments, while creating a positive change for the world in which we all live. We are part of the AXA Group, a world leader in financial protection and wealth management.
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Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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Real estate is the most proven way to build wealth. But learning how to invest in real estate is not easy. You need a blueprint from other successful investors. That is what this podcast is all about. In each episode, join Drew Breneman, a real estate investor who owns more than $200M in property, as he and his guests teach you what you actually need to know to be a successful investor. Whether you are a full-time active investor, a passive investor, close to retiring, just starting out, or ...
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Educating Financial Advisors on the things they should know (but don’t). Host Belle Osvath, CFP®, interviews industry thought leaders and professionals targeting meaningful and useful information to help you to stay at the top of your game. No matter how long you have been in the industry there is always more to learn and interesting people to hear from, so join Belle in her mission to become a smarter planner. This Podcast is sponsored by the Financial Planning Association’s National Capita ...
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Dr. Finance® Live Podcast is hosted by Dr. Anthony M. Criniti IV (aka “Dr. Finance®”)—the world's leading financial scientist and survivalist. A fifth generation native of Philadelphia, Dr. Criniti is a former finance professor at several universities, a former financial planner, an active investor in diverse marketplaces, an explorer, a speaker, and has traveled around the world studying various aspects of finance. He is an award winning author of three #1 international best-selling finance ...
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Welcome to Wowcast 2.0, presented by Randy Aranowitz, an esteemed former president of the NTSA. Aranowitz brings a wealth of experience to the table, not only from his tenure at the helm of NTSA but also from his distinguished career at Kades-Margolis, where he recently retired as Executive Vice President after more than three decades of service. Despite stepping down from his executive role, he remains an active contributor to the financial advisory landscape, boasting over 33 years of expe ...
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Listen to interviews with top experts in the Real Estate business on their journey and how they’ve been able to achieve massive success. Whether you are an active investor or passive investor, we hope to provide valuable resources to you to use in your own real estate investing journey in order take massive action to build true wealth and achieve the lifestyle and happiness you dream of. Our guests will share their real estate investing stories, how they got started with real estate investin ...
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Want to grow your business, engage your staff, be the best employer and experts at people management? Listen to our weekly HR podcasts with MD Rebecca Davies of HR Ready. Based in Cambridge Rebecca has a wealth of HR expertise that you just can’t do without. Her informal chatty podcasts take on a different topic each week. Giving you insight into everyday issues faced by people managers and business owners. She gives you SMART solutions and new ways to approach things. Subscribe today to sta ...
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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Welcome to the Real path to BYOB (Be your own Boss)- dedicated to people like you who want to Be their own Boss. Tired of working a 9-5 job, looking for ways to Be your own Boss and exit the madness of working to make others dreams come true? You are at the right place. Join me each week , as I have real and raw conversations with Real BYOB's about all things like building a real estate business, passive income, wealth, success, failure and so much more. You can take active steps to becoming ...
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Siliconvalley4u: Freedom to Learn - Tech Trends & Career Insights
siliconvalley4u - Online Coding School For Everyone
Siliconvalley4u: Freedom to Learn is your go-to podcast for staying ahead in the world of technology and career development. Brought to you by Siliconvalley4u, a leading tech academy with over 15,000 students trained globally, we explore the latest tech trends, coding innovations, and offer practical advice to help you navigate your tech career. Whether you’re a student, aspiring coder, or seasoned professional, our expert guests and industry insights will empower you to build the skills you ...
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Scaling a business is one of the major accomplishments for any entrepreneur. Among other things, it allows them to earn much higher revenue. However, many believe that they can never reach this stage because of their lack of knowledge and connections. That's why they choose to remain stuck where they are. They become content with their comfort zones, with no hope of growing at all. Time to end this mindset right here as we reveal Underground Wealth Secrets! Find out how to level up your busi ...
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Welcome to Grow Your Cashflow Podcast where we help accredited investors learn how to earn consistent monthly passive income from private placements. If you're uncertain about where to invest for dependable returns, have limited access to exclusive opportunities like private placements, or are looking for expert insights and guidance on generating consistent income across various asset classes, then this show is tailored just for you. By listening to this show, you'll achieve your passive in ...
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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com) (https://moneyandme.pgimindiamf.com/) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their l ...
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Multifamily Missteps Hosted by Christy Keeton
Christy Keeton - Real Operator. Real Missteps. Real Solutions.
Are you tired of the "rainbows and butterflies" approach in multifamily investing, where everything unfolds seamlessly, and everybody wins? You never see “behind the scenes” reality. If you resonate with our perspective, acknowledging that true insights emerge from navigating mistakes and challenges, then you're in the right place. Join Christy Keeton, your host, as she dives into the missteps and lessons learned encountered by active apartment operators. In these episodes, we embark on a jo ...
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A podcast that celebrates the careers of LGBTQ+ professionals around the world throughout the month of June 2024. We talk about how much has changed for LGBTQ inclusion in the workplace, and how much change is still needed.
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Hi all and welcome to www.grantvanzyl.com. This is where you will improve your financial literacy. I will be translating the difficult terminology of economics and complex jargon surrounding it, into something that is as easy to read as the daily newspaper. It’s almost like the ABC’s of the alphabet, once you have the foundation of anything, you can understand it much better. What you want is a coach that takes an active interest in your financial life, not just a planner that helps you once ...
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office
50:42
50:42
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50:42With Trent Leyda, Managing Director and Chief Investment Officer and Kay Campione, Executive Director and Senior Portfolio Manager at SpirePoint Private Client Overview Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision of building a family office they would entrust …
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Uranium Stock Opportunities: Gloves are Off!
33:06
33:06
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33:06In this week’s Talking Wealth Podcast, Janine puts down her boxing gloves to dive deeper into a few uranium stocks to explore both the risks and opportunities. Should you treat these stocks differently when considering a trade? www.wealthwithin.com.au
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JF 3899: Building a Resilient Portfolio, Avoiding Luxury Assets, and Navigating Insurance Hikes ft. Christian Busch
48:06
48:06
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48:06On this episode of the Best Ever CRE Show, Pascal Wagner interviews Christian Busch, a seasoned real estate investor and managing partner at Glass Cube Investments. Christian shares insights from his 12-year journey navigating both active and passive commercial real estate investments, starting with crowdfunding platforms like Fundrise and eventual…
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GI306: Industrial Real Estate Development with Chris Long
29:55
29:55
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29:55Chris Long is the founder of Longyards, an industrial real estate investment company that acquires and develops adaptable and affordable industrial storage solutions tailored for contractors, small businesses, and large-scale operations. They currently have 10 locations throughout North America. Chris has been involved in the construction industry …
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Policy Chaos, Human Flaws, and Your Portfolio: The Case for Active Management - Matt Gelfand, PhD [Global Investment Strategist]
32:54
32:54
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32:54In this episode host Belle Osvath, CFP® interviews Matt Gelfand, PhD, CFA, CFP®, Managing Director and Global Strategist at Princeton Global. Matt brings deep insight into the age-old debate of active vs. passive investing. Matt shares how his academic background in economics initially led him to embrace the efficient market hypothesis, but his dec…
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Unpacking the most critical reforms for the financial advice profession
19:43
19:43
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19:43Financial Standard journalist Andrew McKean and Financial Advice Association of Australia general manager of policy, advocacy, and standards Phil Anderson discuss draft legislation aimed at improving access to affordable and quality financial advice. This episode covers opposition to collective charging for retirement planning advice, the risks of …
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Coffee with Bill: Ghost Stories of the Market - Debunking Economic Fallacies in Real Estate with Bill Bymel
22:46
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22:46Economic fallacies are like ghost stories for the financially literate: they persist, despite evidence to the contrary. What fallacies might be influencing your real estate and financial decisions? Join me for this episode of Real Estate Lowdown Coffee with Bill as we unravel some of the most entrenched misconceptions shaping our economic landscape…
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Physicians, Flowers, and 403(b)s: A Mother’s Day Finance Chat
27:54
27:54
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27:54Let's be real here: You spent your first 20 years of life rolling your eyes at your mom's advice and the rest of your life realizing she was right. So right now, make sure you have a table reserved (or groceries bought) and flowers ready for Mother’s Day. Listen in as Ben Utley and Nate Reineke answer a tough listener question about whether the Rot…
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Biggest ASX Dividend Stocks that are Still Cheap Today
1:00:38
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1:00:38In tonight’s Australian Stock Market Show, Fil, Janine and Zoran discuss the biggest asx dividend stocks that are still cheap today. www.wealthwithin.com.au
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JF 3898: Scaling Wealth with Private Businesses, Real Estate Alternatives, and Smart Underwriting ft. Suja Shyam
37:59
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37:59On this episode of the Best Ever CRE Show, Amanda Cruise and Ash Patel interview Suja Shyam, Managing Partner of Lux Capital Investment Group. Suja shares how her firm has expanded beyond multifamily real estate into alternative assets, including private equity and small business acquisitions. She explains the appeal of cash-flowing businesses amid…
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It’s one of the most common retirement questions—how much super is enough? In this episode, we explore how to estimate your retirement needs based on lifestyle, spending habits, and travel plans. You'll walk away with practical tips to start shaping a retirement plan that actually fits you. Subscribe to our weekly GainingCHOICE email General advice…
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#109 - The Flight Plan for Syndications: Risk, Returns, and Real Wealth
39:19
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39:19In this episode, hosts Tait Duryea and Ryan Gibson deliver an in-depth, pilot-friendly primer on syndications and passive real estate investing. They break down the risk spectrum from core to opportunistic deals, while sharing real-world analogies and experiences from their own projects, like the Canyon City land entitlement. Learn how to properly …
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JF 3897: Building a Family Business, Mastering Empathy, and Scaling with Multifamily ft. Michael Kramer
48:16
48:16
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48:16On this episode of Best Ever CRE, Joe Cornwell interviews Michael Kramer, founder of Freed by Real Estate. Michael shares his deeply personal journey from losing his father and building businesses to ultimately discovering a more balanced, family-centered life through real estate. He discusses how a life-altering accident and a failed first marriag…
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Ep 45 | Brian Wesbury | Trading Quarter-Zips for Farmland | ROI Podcast
59:00
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59:00Brian Wesbury shares his views on why the Trump Administration is upending global trade, why tariffs may be an insufficient cure for problems created by big government, and where the US economy is headed for the rest of 2025. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Pod…
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By Erick Arnett
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Is A Recession Coming And What Should I Be Looking For
19:10
19:10
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19:10The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes. On this week’s show, Brad takes on a topic that a lot of us are worried about right now…recessions. With many pundits forecasting a recession hitting this year, he’s serving up …
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How Much Back Testing Do You Really Need to Do?
29:41
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29:41In this week’s Talking Wealth Podcast, Fil dives into the big question every trader must answer: How much back testing do you really need to trust your edge? We break down the fundamental pillars of powerful back testing—and reveal the biggest traps that catch out even the most experienced traders. www.wealthwithin.com.au…
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JF 3896: AI in Capital Raising ft. Dr. Adam Gower, Tim Mai, and Irwin Boris
1:01:23
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1:01:23On this episode of the Best Ever CRE Show, Joe Fairless interviews Dr. Adam Gower, Tim Mai, and Irwin Boris to explore how AI is transforming capital raising in commercial real estate. The panel shares their most effective AI tools and how they use them for investor outreach, appointment setting, and content creation. Tim explains how he automates …
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Want to Succeed? Google Manager Shares Top Mentorship & Networking Tips | Freedom to learn podcast
45:40
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45:40In this episode of Freedom to Learn, Gurumurthy Yeleswarapu speaks with Amit Borwankar, a Google leader in Risk & Compliance, about the power of mentorship, networking, and sports in unlocking youth potential. Amit shares valuable insights on how these pillars help young people build leadership, resilience, and long-lasting relationships. From find…
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Are small town rentals a smart strategy—or a ticking time bomb? In this episode of Strategy Saturday, Charles Carillo breaks down the real pros and cons of investing in small town rental properties. While lower purchase prices and less competition may offer higher cash flow, there are also hidden risks that could impact your long-term returns. Char…
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JF 3895: Interest Rates, Apartment Demand, and Operational Excellence
33:18
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33:18On this episode of The Horizon, John discusses key insights from a high-level meeting with ten of the nation's top commercial real estate investors. Topics included the rising threat of stagflation driven by tariffs and shifting trade policies, and the broader implications for inflation, interest rates, and apartment demand. Despite macroeconomic u…
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JF 3894: Building for Gen Z, Investing in Universities, and Housing Resilience ft. Gary Holloway Jr.
27:52
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27:52On this episode of Best Ever CRE, Slocomb Reed interviews Gary Holloway Jr., CEO of GMH Communities, to discuss how his second-generation company evolved from local syndications to large-scale institutional student housing developments. Gary shares insights on identifying top-tier markets for student housing, the economics behind $100K+ per bed pro…
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On this episode, advisors Ford Stokes and Sam Davis tackle the question – can you retire today? They share a list of practical tips to improve your cash flow and budget for retirement. Plus, they guide you through steps to proactively enhance your plan, ensuring you are prepared and confident. -- Schedule Your Free Meeting with a Fiduciary Advisor …
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Top 100 interviews: Gavid Wood of Beckett Investment Management
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27:49Our Top 100 podcast series speaks to newly-appointing managing director Wood about bringing up new talent and his private equity-backed firm’s expansion plans.By Citywire
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JF 3893: Market Trends, Fed Policy, and Cash Flow Plays ft. Neal Bawa
24:24
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24:24On this episode of Next Level CRE, Matt Faircloth interviews Neal Bawa, known as the “mad scientist of multifamily,” live from Best Ever Conference. They dive into Neal’s preparation for the BEC real estate debate on whether the Fed has stuck a soft landing, highlighting key data points like wage growth outpacing rent growth and the Fed’s dual tool…
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EP156 | Mastering the Art of Value-Add Commercial Real Estate with Gabe Rodarte and Rafik Moore
41:53
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41:53Rafik Moore joins Gabe Rodarte on this week's episode of Mastering the Art of Value-Add Commercial Real Estate Ready to take your commercial real estate game to the next level? Rafik shares his insider knowledge on how to identify and capitalize on value-add opportunities, boosting property performance and increasing ROI. What You’ll Learn: Strateg…
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If You Build It, Will They Buy It? A Special Industry Update on M&A
43:30
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43:30With Mindy Diamond & Jason Diamond Overview A download on M&A for the advisor who has an interest in building a business designed to be an attractive prospect for sale at maximum enterprise value. Identifies options to consider, the risks, and potential rewards. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expres…
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From Addict to Millionaire: Austin Linney’s Rawest Interview Yet On How To Break Free From The Prison In Your Head | Ep 366
1:26:46
1:26:46
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1:26:46Empowering Mindset Shifts with Austin Linney: From Addiction to Business Success In this powerful episode of the ADPI Podcast, we welcome back mindset and business coach Austin Linney—a man whose transformational journey from addiction and homelessness to entrepreneurial success is as inspiring as it is instructive. Austin shares raw, vulnerable mo…
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From Chaos to Killer: Trade Like an Assassin
47:25
47:25
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47:25In this week’s Talking Wealth Podcast, Dale asks if you trade with the focus of a trained assassin or the uncontrolled frenzy of a kid in a Lolly shop? Discover the behavioural patterns that could be sabotaging your trading success and learn how simple, powerful heuristics can transform your decision-making process. Dale breaks down why fear, greed…
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JF 3892: Market Cycles, Predictable Cash Flow, and Building a Durable LP Portfolio ft. Jeremy Roll
1:02:41
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1:02:41On this episode of the Best Ever CRE Show, Pascal Wagner interviews Jeremy Roll, a full-time passive investor since 2002 with active investments in over 60 deals. They discuss how to strategically read market cycles, why Jeremy prioritizes predictability and cash flow over chasing high returns, and how his portfolio has evolved to favor asset class…
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GI305: Hotel to Apartment Conversion with Ryan Sudeck
32:37
32:37
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32:37Can underperforming hotels be the solution to America’s affordable housing crisis? In this episode of the Global Investors Podcast, host Charles Carillo speaks with Ryan Sudeck, CEO of Sage Investment Group, a company that has successfully completed over 22 hotel-to-apartment conversion projects across U.S. growth markets. Ryan explains how Sage id…
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Family planning, divorce, binding financial agreements – topics that are taboo for many financial advisers. Albeit sensitive, these are important issues that advisers should never shy away from. To tell us why, Jordan Vaka, an independent financial adviser at Jordan Vaka PlanningSolo, and Cara Graham , principal wealth adviser at The Wealth Designe…
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#108 - Case Study: Real Estate Professional Status That Held Up in Court with Brandon Hall
21:04
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21:04In this episode, Tait Duryea flies solo to spotlight a powerful tax strategy many high-income earners overlook: real estate professional status. Featuring Brandon Hall from Hall CPA, this episode breaks down a real tax court victory by a harbor pilot who leveraged a flexible W-2 job schedule to claim REP status and unlock massive tax savings. Disco…
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The Dirt Whisperer Exposes Foundation Repair Secrets: How Soil Science Can Save You Thousands with Bob Brown
21:19
21:19
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21:19Bob Brown, affectionately known as the Dirt Whisperer, brings 35 years of dirt expertise and experience to our latest episode, unmasking the foundation repair industry with his candid insights, as he reveals the hidden complexities of soil and its crucial role in maintaining strong building foundations, and uncovers the hidden truths behind foundat…
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Key Considerations When Selling a Family Business
30:23
30:23
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30:23When legacy and livelihood are intertwined, selling a family business can be complex. Samy Dwek, Chief Executive Officer of The Family Office Doctor, shares tips for navigating this process in a way that preserves the family dynamic.By BNY Wealth
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Doctor dad’s dilemma: Juggling Kids' Activities and Retirement Reality
23:38
23:38
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23:38Your kids are growing up fast. That means more activities to keep track of on top of all your other commitments. How can you juggle being there for your family and working enough to save for retirement? Listen in as Nate Reineke and Ben Utley provide some tips on how to keep all the balls in the air while still planning for the future. We also answ…
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10 ASX Materials Stocks to Buy Before They Surge
1:00:01
1:00:01
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1:00:01In tonight’s Australian Stock Market Show, Dale, Janine and Fil breakdown the 10 asx materials stocks to buy before they surge. www.wealthwithin.com.au
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Ep 9 - The Power of a Legacy Letter: How Meaningful Words Shape Generations with Blake Brewer
27:08
27:08
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27:08Have you ever thought about the lasting impact of your words on your loved ones? On this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric sit down with Blake Brewer to explore the power of the Legacy Letter—a heartfelt parent-child letter filled with meaningful words that stand the test of time. Blake shares his deeply personal story of …
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JF 3891: Resort Market Investing, Starting a Boutique Brokerage, and Retail Opportunities ft. Jaimee Keene
37:55
37:55
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37:55On this episode of the Best Ever CRE Show, Amanda Cruise and Ash Patel interview Jaimee Keene, founder of Peaks Commercial Real Estate. Jaimee shares her journey from commercial real estate appraiser to top-performing broker and now investor, focusing on Colorado’s resort markets. She discusses building a specialized commercial brokerage, navigatin…
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